Jeremy Witbeck, CFA®, CFP®
Jeremy is the Senior Vice-President and head of the Business Development team at Polaris Wealth. Before joining Polaris Wealth, Jeremy worked as a Portfolio Manager for a Los Angeles area investment firm where he built customized portfolios for high net worth clients. Jeremy meets directly with clients and prospective clients to communicate Polaris Wealth’s investment strategies and review all financial planning needs.
Jeremy graduated from the University of Arizona, where he earned his BS in accounting. Additionally, he is a graduate of California Lutheran University, where he earned his MBA in financial planning. Jeremy has an extensive background in the financial service industry and holds the Chartered Financial Analyst designation and is a Certified Financial Planner™* professional.
In his free time, Jeremy enjoys playing basketball and softball in local leagues and spending time with his wife and son. He also teaches graduate-level coursework for the California Institute of Finance at California Lutheran University.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.